Agent Skills: Gong Call Analyzer Skill

Gong Call Analyzer Skill

Core Purpose: Query Gong calls from ClickHouse, extract transcripts, create summaries, and organize call materials in client folders.

Quick Reference

Use this skill when:

• "Get the last call with [client] and create a summary"
• "Analyze Gong call from [date] with [customer]"
• "Extract all calls with [company] from last month"
• "Find calls about [topic] and summarize key points"
• "Create summary for call [URL]"

Workflow:

graph LR
    Search[Search Gong Calls] --> Verify[Verify Call Exists]
    Verify --> Extract[Extract Transcript]
    Extract --> Summarize[Create Summary]
    Summarize --> Organize[Organize in Client Folder]

Core Operations

1. Search for Calls (ALWAYS FIRST)

CRITICAL: ALWAYS search for calls using terminal commands BEFORE any extraction.

# Search recent calls for client
ch internal "SELECT gong_call_url, gong_call_started, gong_call_workspace_id
                     FROM internal_analytics.dim_gong_calls
                     WHERE gong_call_workspace_id ILIKE '%ClientName%'
                     ORDER BY gong_call_started DESC LIMIT 5" --palantir

2. Extract Transcript

After confirming call exists:

# Use existing Gong module
python -m data_sources.gong.get_transcript "[gong_call_url]" [ClientName]

3. Create Summary

Summary structure:

• Overview: 2-3 sentences about call purpose and outcome
• Key Points: Bulleted list of main discussion topics
• Action Items: Concrete next steps with owners
• Participants: List of attendees and their roles
• Metrics/Commitments: Any numbers, dates, or promises mentioned

4. Organize in Client Folder

Folder structure:

client_cases/[ClientName]/customer_communication/calls/
├── 15_nov_2025-kickoff_transcript.txt
├── 15_nov_2025-kickoff_SUMMARY.md
└── 20_nov_2025-followup_transcript.txt

Key Database Columns

Table: internal_analytics.dim_gong_calls (Palantir shard, NON-DEFAULT)

• gong_call_url - Unique call URL
• gong_call_started - Call start timestamp
• gong_call_workspace_id - Client/workspace identifier
• gong_call_transcript_string - Full transcript text
• gong_call_improvado_emails_array - Improvado participants
• gong_call_external_participants_array - Customer participants
• gong_call_duration_seconds - Call length

Python Usage

# CORRECT - Use existing gong_db.py functions
from data_sources.gong.gong_db import search_calls, get_recent_calls

# Search by client name
calls = search_calls("ClientName", limit=10)

# Get recent calls for workspace
recent = get_recent_calls(workspace_id="client_workspace", days=30)

Critical Rules

1. Search First: ALWAYS use ch internal in terminal to search before extraction
2. Verify Before Extract: Confirm call exists before writing extraction code
3. Use Existing Module: Never write custom DB queries, use data_sources.gong.gong_db
4. Client Isolation: NEVER mix data between clients - verify correct client folder
5. Numbered Prefixes: Follow DD_month_YYYY-title naming convention
6. Document Queries: Include search query in code comments

Common Triggers

| Trigger | Action | |---------|--------| | "Get last call with [client]" | Search recent calls, extract latest, create summary | | "Analyze call about [topic]" | Search by topic keywords, extract matching calls | | "Summarize call [URL]" | Extract transcript from specific URL, create summary | | "Find all calls from last week" | Query date range, list available calls | | "Extract calls and emails for [client]" | Mass extraction across communication types |

Examples

Example 1: Single Call Summary

User: "Get the last call with ExampleClient and create a summary"

Workflow:
1. Search: ch internal for ExampleClient calls
2. Verify: Confirm call exists, get URL
3. Extract: python -m data_sources.gong.get_transcript
4. Summarize: Create SUMMARY.md with key points
5. Organize: Save to client_cases/MB2_Dental/customer_communication/calls/

Example 2: Mass Extraction

User: "Extract all calls, emails and Jira tickets for Kaiser from last month"

Workflow:
1. Search: Query all communication types for Kaiser
2. Extract: Batch process calls, emails, tickets
3. Organize: Create dated summaries in correct folders
4. Aggregate: Cross-reference related communications

Troubleshooting

Problem: "Call not found"

• Solution: Verify workspace_id spelling, check date range, search by URL directly

Problem: "Empty transcript"

• Solution: Call may be too recent (processing delay), verify call completed

Problem: "Wrong client folder"

• Solution: Double-check workspace_id matches client, verify folder naming convention

Primary source: .claude/agents/gong-call-analyzer.md Created: 2025-11-16 Author: Claude Code Version: 1.0.0 - Initial skill creation from subagent